Shimon Steinmetz

Shimon Steinmetz Email and Phone Number

Chief Financial Officer @ Focal Point Care
Miami, FL, US
Shimon Steinmetz's Location
Miami, Florida, United States, United States
Shimon Steinmetz's Contact Details

Shimon Steinmetz personal email

n/a

Shimon Steinmetz phone numbers

About Shimon Steinmetz

A collaborative leader known for fostering team synergy, I embody the role of a "player-coach" in achieving success managing strategic initiatives across diverse business landscapes.A transformation executive with expertise in orchestrating multi-party transactions, collaborating closely with management teams throughout the business lifecycle to confront intricate challenges, elevate operational performance, and amplify stakeholder value.With a robust tenure as a three-time CFO, I've served as a trusted thought partner to CEOs, spearheading operational turnarounds that generated over 5.0x in enterprise value for shareholders. My CFO experience spans pivotal milestones, including orchestrating a NASDAQ-listed IPO and steering a successful exit and sale to private equity, unlocking substantial value for stakeholders.As a seasoned consultant, I've led enterprise-wide transformations, delivering immediate EBITDA improvements for Fortune 1000 and PE-owned firms. My background in investment banking and private equity investing has equipped me with the tools to collaboratively enhance the performance of portfolio companies, driving strategic initiatives and exploring diverse financing alternatives.I'm passionate about driving transformative change and creating lasting impact in every endeavor. Let's connect and explore how we can drive strategic growth and innovation together.MBA: University of Chicago, Booth Graduate School of BusinessBA: Yeshiva UniversitySpecialties: Private Equity • Corporate Transformation • Corporate Finance • Corporate Development • M&A • Management Consulting • Business Development • Investment Banking • Restructuring • Venture Capital Investments • IPO's • Startups • Portfolio Management >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>Please let me know if I can help you connect with any of the talented people in my network.

Shimon Steinmetz's Current Company Details
Focal Point Care

Focal Point Care

View
Chief Financial Officer
Miami, FL, US
Employees:
9
Shimon Steinmetz Work Experience Details
  • Focal Point Care
    Chief Financial Officer
    Focal Point Care
    Miami, Fl, Us
  • Vesta
    Chief Financial Officer
    Vesta 2022 - Present
    Lake Oswego, Oregon, Us
  • Merchant E-Solutions
    Chief Financial Officer
    Merchant E-Solutions 2019 - 2022
    Alpharetta, Ga, Us
    Merchant e-Solutions is both a merchant acquirer and global processor, processing over $17 billion in annual transaction volume and supporting 150 global currencies including all major credit cards, debit, and alternative payment solutions. Merchant e-Solutions is the US Operations of Cielo S.A., Latin America’s leader in electronic payment solutions. Headquartered in Sao Paulo, Brazil, Cielo S.A. is a publicly traded company serving more than 1.6 million active merchants and covers 99% of Brazilian territory.Select achievements:• Performance Improvement: Developed & executed a transformation strategy that resulted in a 5.7x increase in EBITDA and a 5.8x increase in enterprise value (54% and 55% CAGR, respectively) over the engagement term • Crises Management: Achieved 20% EBITDA growth in 2020 during COVID-19 while shifting 300 FTE’s to remote status • Financial Operations: Executed IPO readiness and implemented PCAOB accounting standard and full SOX compliance• Corporate Development: Established a best-in-class acquisition sourcing & evaluation function tracking 65+ targets • Investor Sourcing: Solicited and sourced investors and negotiated a change in control transaction that enabled a liquidity event/exit for the corporate parent• Technology Transformation: Migrated tech IT architecture to Amazon AWS Cloud environment • Engineering: Rebuilt engineering function establishing an agile engineering protocol across 9 engineering teams that enabled the build and launch of 10 new fintech product within 16 month• Stakeholder management: Reestablished relationship with third party partners and return the partnership to growth
  • Alvarez & Marsal
    Senior Director
    Alvarez & Marsal 2017 - 2022
    New York, Ny, Us
    Clients call on me and the A&M team to help them to tackle complex business issues, boost operating performance and maximize stakeholder value. Our team of industry experts and career consultants bridge the gap between business strategy and operational implementation to deliver quantifiable increases in value in every engagement.Select Achievements: • Corporate Transformation: Engagement resulted in a 5.7x increase in EBITDA and 5.8x increase in enterprise value • Activist Defense: Engagement resulted in a $2bn capital allocation program that stabilize the company and increase shareholder returns by 30% within 6 months• Financial Operations Transformation: Engagement resulted in annual cost savings of 8% and significant EBITDA savings • Post merger Integration: Engagement resulted in purchase price savings of 30% • Mentorship: Nominated as mentor of the year every year since joining the firm in recognition of developing high performing team members
  • 365X Scale Up
    Venture & Growth Advocate
    365X Scale Up 2015 - 2019
    Tel Aviv, Il
    365x NYC Accelerator: Venture Mentor @ A accelerator led by Sarona Ventures in corporate partnership with Microsoft, Salesforce, Prodware, and TechData J - Ventures: Venture Partner @ A VC Fund in Silicon Valley bringing together over 180 top private investors including leading funds, family offices, C-level executives and serial successful entrepreneurs from the Bay Area, NYC, LA and Tel Aviv. I am passionate about technology and building companies. As a venture advisor, I partner with Start-up Founders in the US and Israel to help them transform there companies. I am here to help founders & growth executives thrive. I leverage my experience and network of VC's, private investors, and corporate relationships for the the entrepreneurs in my portfolio.Founders, Dreamers, and Visionaries call upon me as a sounding board, advocate, investor, capital aggregator and partner at every stage of development. How can I help you?
  • Finjan Holdings (Nasdaq:Fnjn)
    Chief Financial Officer
    Finjan Holdings (Nasdaq:Fnjn) 2013 - 2015
    East Palo Alto, Ca, Us
    Finjan Holdings (NASDAQ: FNJN) is a technology start- up in the cyber-security space . Accomplishments:- Successfully led strategic re-positioning and operational restructuring of the company- Led the firms initial public offering and NASDAQ listing and growing enterprise value by 3.3xFinjan's venture capital and corporate investors include: Benchmark Capital, HarbourVest, Bessemer Venture Partners, Benhamou Global Ventures, Cisco, and Microsoft
  • Cantor Fitzgerald
    Investment & Merchant Banking
    Cantor Fitzgerald 2010 - 2012
    New York, New York, Us
    Lead associate on M&A and Private Placement engagements in new media, search, clean tech, SaaS, and enterprise/storage hardware
  • Grant Thornton Llp.
    Turnaround & Restructuring Advisor
    Grant Thornton Llp. 2009 - 2010
    Chicago, Il, Us
    Provided advisory services to companies and their constituencies during bankruptcy reorganizations and out-of-court restructurings. Advised clients on the development and feasibility of a restructuring plans
  • Th Lee Putnam Ventures
    Private Equity Investments
    Th Lee Putnam Ventures 2007 - 2008
    Us
    TH Lee Putnam was a $1.1 billion growth equity fund affiliated with Thomas H. Lee Partners. The fund closed in 2008. -Oversaw portfolio operation and investment monitoring. Conducted financial and operational due diligence on portfolio companies and authored information memorandum and quarterly reports on each investment- Managed the investment exit of 5 portfolio companies with an aggregate value of $3 billion. Developed detailed valuation analyses of portfolio investments to determine the feasibility of a structured exit. Managed bankers, lawyers, transaction diligence, and other M&A processes as the fund wound down
  • Goldman Sachs & Co
    Investment Banking
    Goldman Sachs & Co 2003 - 2004
    New York, New York, Us
    Member of a cross functional M&A teams advising clients on subsidiary carve-outs. Structured and coordinated innovative financing solutions for a private equity sponsors.
  • Salomon Smith Barney (Citigroup)
    Leverage Finance
    Salomon Smith Barney (Citigroup) 2001 - 2003
    New York, New York, Us
    Created LBO, DCF,and M&A models to support the financing needs of the firms Private Equity and corporate clients. Recognized as a member of a 4 person Institutional Investor ranked leveraged loan research team in 2003.

Shimon Steinmetz Skills

Venture Capital Private Equity Due Diligence Corporate Development Mergers And Acquisitions Investments Financial Modeling Business Strategy Restructuring New Business Development Negotiation Start Ups Finance Entrepreneurship Business Development Project Management Management Corporate Finance Investment Banking Capital Markets Leadership

Shimon Steinmetz Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Master Of Business Administration - Mba
  • Yeshiva University
    Yeshiva University
    Finance And Management

Frequently Asked Questions about Shimon Steinmetz

What company does Shimon Steinmetz work for?

Shimon Steinmetz works for Focal Point Care

What is Shimon Steinmetz's role at the current company?

Shimon Steinmetz's current role is Chief Financial Officer.

What is Shimon Steinmetz's email address?

Shimon Steinmetz's email address is ss****@****sal.com

What is Shimon Steinmetz's direct phone number?

Shimon Steinmetz's direct phone number is (650) 282*****

What schools did Shimon Steinmetz attend?

Shimon Steinmetz attended The University Of Chicago Booth School Of Business, Yeshiva University.

What skills is Shimon Steinmetz known for?

Shimon Steinmetz has skills like Venture Capital, Private Equity, Due Diligence, Corporate Development, Mergers And Acquisitions, Investments, Financial Modeling, Business Strategy, Restructuring, New Business Development, Negotiation, Start Ups.

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